Using the Upgrade Center

Objective

After completing this lesson, you will be able to use navigation tools to access the Upgrade Center

Overview of the Upgrade Center

In the Upgrade Center, you can read about the available upgrades, view screenshots and videos, and link to additional documentation. The Upgrade Center also lists the prerequisites of the upgrade, the permissions required to perform the upgrade, and configuration steps you need to take after the upgrade. Recent upgrades can be easily undone, with one click. If you see an upgrade you are interested in, but are not ready to perform today, you can mark it as "save for later" or get feedback from colleagues by sharing a link to the upgrade by e-mail.

The Upgrade Center does NOT allow you to perform upgrades that you have not been granted permission to perform. Although any administrative user can access the Upgrade Center page itself, each individual upgrade is governed by the appropriate system permissions. If you do not have the appropriate permission, you can view information about an upgrade, but you cannot use it to enable the feature.

The Upgrade Center is a universal feature of the Admin Center and is available in both versions of the Admin Center. In OneAdmin, select the button in the Upgrade Center portlet to access the page. In Next Gen Admin, you can use the Release Center tile on the admin home page to scroll through the most important recent upgrades. To access the full Upgrade Center, you can use search, or select See More on the Release Center tile, then go to the Upgrade Center tab.

This is an example of the full Upgrade Center page:

To set up Permission Control for the Upgrade Center

Prerequisites

Upgrade Center Permission enabled in Provisioning.

The ability to control permission to access the Upgrade Center must be enabled in Provisioning. To have this permission enabled in your instance, please contact SuccessFactors.

Steps

  1. Go to Manage Permission Roles and select the role to which you want to grant permission.

  2. Click on Edit and then Next.

  3. Select the Manage Upgrade Center.

  4. Select Next and then Save to save the changes.

Permissions for the Upgrade Center

The Upgrade Center is a key element of Admin Center. Administrators can use this tool to learn about and apply important opt-in upgrades.

Watch the 'Permissions for the Upgrade Center' video for an in-depth explanation.

Upgrade the system and save an upgrade item for later

Business Example: In this exercise you will learn how to handle the Upgrade Center.

Prerequisites

Steps

  1. Upgrade the system and undo the upgrade.

    1. Log into your instance. Use Action Search to navigate to Upgrade Center.

    2. Use "Filter by" and select "Platform".

    3. Under "Recommended" find "Intelligence Service" and click below on "Learn More & Upgrade Now".

    4. Become familiar with the description of the upgrade, note how many customers did already the upgrade and read the note.

    5. Scroll down to the bottom of the page and click on "Upgrade Now" and on "Yes" and "OK" in the confirmation box.

    6. On the page "Upgrade Center" click on the link "View Recently Completed Upgrades" and find the upgrade "Intelligent Services" that you just installed.

    7. In the column "Action" click on the link "Undo" and on "Undo" and "OK" in the confirmation box.

    8. Note in the column "Current Status", that the undo was successful and in the column "Actions", that you can run the upgrade again (the upgrade can also be seen again under the "Recommended Upgrades" on the "Upgrade Center" page).

  2. Save one item to upgrade the system later.

    1. Log into your instance. Use Action Search to navigate to Upgrade Center.

    2. Use "Filter by" and select "Goals".

    3. Under "Optional Upgrade" find "DRTM Goal Management" and click below on "Learn More & Upgrade Now".

    4. Click on "Save for later" and on "Yes" and "OK" in the confirmation box.

    5. On the page "Upgrade Center" click on the link "View Saved for Later Items" and find the upgrade "Latest Goal Management" that you just saved for later.

Result

You have upgraded the system, undid the upgrade and saved one item to upgrade later.

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